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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,906 | $53,063-47.4% | $124,206-77.5% | $82,637-66.2% |
| Participation rate | 41.2% | 58.4%-17.2pp | 69.6%-28.4pp | 68.1%-26.9pp |
| Annual return | 20.33% | 68.87%-48.5pp | 515.27%-494.9pp | 53.51%-33.2pp |
| Employer contribution / active EE | $1,026 | $1,530-33.0% | $3,540-71.0% | $2,552-59.8% |
| Participant deferral / active EE | $1,485 | $2,644-43.9% | $3,968-62.6% | $4,126-64.0% |
| Admin fee / account holder | $751 | $4,281-82.4% | $5,929-87.3% | $7,339-89.8% |